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- Custodian
- Assetmark · Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-14-2022
- Office Locations
- 1
Office Locations
About Wealth Benefit Advisors, LLC
Wealth Benefit Advisors, LLC is an independent Houston, TX RIA providing bespoke wealth planning and portfolio management, emphasizing advanced planning and asset allocation tailored to client circumstances. The firm supports entrepreneurs and other clients with financial and legacy planning and insurance/annuity solutions, implementing allocations with ETFs, mutual funds, and fixed income. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
FRANK IDREES
Chief Operating Officer, MANAGING PRINCIPAL
- CRD
- #2115734
- Ownership
- 75% or more
Dianne Luana Herreira
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SEAN MICHAEL BATES
--
- CRD
- #6205175
CAREENA PATEL
--
- CRD
- #5444676
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $334,459,892 | $894,278 |
| Non-Discretionary | $46,410,699 | $410,714 |
| Total | $380,870,591 | $782,075 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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